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Custom Fields

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The Custom Fields feature allows managers to create and manage additional data fields for Guards, Clients, and Sites, enabling storage of organization-specific information.

Accessing Custom Fields

You can access the feature in two ways:

Option 1: From the Settings Menu

  1. Navigate to the Settings menu located at the top-right corner of the main navigation bar.
  2. Select the Custom Fields option.

Option 2: From the Company Menu

  1. Navigate to the Company menu.
  2. Select the desired entity (e.g., Guards, Clients, Sites).
  3. Press Manage Custom Fields on the entity’s page.


Adding a Custom Field

  1. Click + Add.
  2. In the popup:
    • Entity:
  • If you accessed Custom Fields through Settings, select the desired entity (Guards, Clients, or Sites).
  • If you accessed Custom Fields through the Company > Entity page, the entity will be pre-selected.
    • Name: Enter a name.
    • Description (optional): Add a short note.
  2. Click Confirm.

Editing a Custom Field

  1. Select the desired Custom Field.
  2. Click Edit, update the Name or Description and confirm.


Deleting a Custom Field

  1. Select the Custom Field you want to delete.
  2. Click Delete and confirm.

! Deleting a custom field removes all data stored under it across associated records.


Using Custom Fields

Once created, Custom Fields appear in each entity’s details page.

To use them:

  1. Go to Company > Entity (Guards, Clients, or Sites).
  2. Open the details page.
  3. Locate the Custom Fields section.
  1. Fill in the values for each custom field as needed and click Save.
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